Summary
This covers the following topics:
3.1. Creating a campaign
3.3. Core design tools
3.5. Hotkeys
3.6. Copy/paste stages
1. Formats supported by the Campaign Builder Beta
The latest iteration of the Campaign Builder Beta supports the full Format Suite:
In-page experiences
Floating experiences
Center-screen experiences
2. Components supported by the Campaign Builder Beta
The latest iteration of the Campaign Builder Beta supports the following components:
Additional components currently available with the legacy version of the Campaign Builder will be progressively rolled out. This article will be consistently updated to provide you with the latest information on supported formats.
3. Guided tour of the user interface
3.1. Creating a new Campaign
To create a new campaign, click the New Campaign button on the top left of your website dashboard. You will be asked to choose which version of the Campaign Builder to use:
⚠️ Campaigns created with the Campaign Builder Beta cannot be edited with or migrated to the Legacy Campaign Builder, and vice versa. They can only be opened on the same version in which they were originally generated. This also applies to campaign duplications.
3.2. Campaign Builder Sections
Side Bar: Navigation across the building steps
Header: Access to error notification system, save and undo/redo tools
Stages Panel: Add and remove variants; navigate between devices; add, remove and reorder stages
Components Panel: Add design components to the creative
Properties Panel: Customize your design components
Layers Panel: Expand the Layers Panel and reorder the different layers of a creative with a "click & drag" motion
3.3. Core Design Tools
Zoom: Zoom in on designs to make precise edits
Select/drag: Select elements or drag the design to different parts of the canvas
Multi-selection Alignment: Select multiple components at the same time to move or edit and automatically center or left/right orient components within a design
Undo/Redo: Reverse your last actions (undo) and reverse your last Undo
3.4. Error Notification System
View all design errors in the dedicated notification panel. Clicking on an error will redirect you to the design aspect of the campaign that requires editing.
3.5. Hotkeys
Type | Action | Mac Shortcut | Windows Shortcut |
Edit | Save* |
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Edit | Undo |
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Edit | Redo |
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Edit | Copy | | |
Edit | Cut | | |
Edit | Paste | | |
Edit | Delete | | |
Navigation | Zoom in |
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Navigation | Zoom out |
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|
Navigation | Drag (pan) | hold | hold |
Select | Multi-select components | hold | hold |
Select | Unselect component | hold | hold |
Resize | Resize proportionally | hold | hold |
Resize | Resize from center (horizontal) | hold | hold |
Resize | Resize from center (vertical) | hold | hold |
Move | Move component by 1 px | press arrow keys | Press arrow keys |
Move | Move component by 10px | press arrow keys while holding | Press arrow keys while holding |
Move | Lock horizontal position while moving | hold | hold |
Move | Lock vertical position while moving | hold | hold |
*Campaigns cannot be saved while there are active errors that require editing.
The Save shortcut is not available on Rules and Settings steps.
3.6. Copy/paste stages
It is possible to copy and paste stages across different devices, variants and campaigns.
How it works:
Make sure that there are no errors in the stage you want to copy.
Hover over the stage you would like to copy
Type
cmdcorctrlcGo to the variant/stage/campaign you would like to paste the stage
Type
cmdvorctrlv
⚠️ Since overlay dimensions are fixed now, you might need to resize or reposition components when you copy an overlay from desktop to mobile.
4. Frequently Asked Questions
4.1. Can I still use the legacy version of the Campaign Builder?
Yes, when clicking on new campaign, you will be redirected to a section that will allow you to choose between getting started with the Campaign Builder Beta or continue with the legacy version. For more information, see the section Creating a new campaign in this article.
4.2. How long will the legacy version of the Campaign Builder be available?
The legacy version of the Campaign Builder will be available until all of Yieldify's existing formats and components are released on the Campaign Builder Beta.
Once it can be fully replaced, the legacy version will be deprecated and existing legacy campaigns will be migrated to the Campaign Builder Beta. You will be informed in advance of such migration.
4.3. Can I use the Campaign Builder Beta to edit campaigns created with the legacy version?
No. Currently campaigns campaigns created with one version of the builder cannot be edited in the other. When creating a new campaign, make sure to select the version that better suits the campaign goals.
Eventually, all legacy campaigns will be migrated over to the new version. You will be informed in advance of such migration.
4.4. How do I know which version of the Campaign Builder to use when creating a campaign?
When clicking on new campaign, you will be redirected to a section that will allow you to choose between getting started with the Campaign Builder Beta or continue with the legacy version. For more information, see the section Creating a new campaign in this article.
This section will be constantly updated to inform which formats and components are currently supported on the Campaign Builder Beta.
Additionally, you will be informed via email and via in-platform notification of every new builder release. You can also refer to this help article, which will also be updated on every iteration.
4.5. How do I know which version of the Campaign Builder to use when editing a campaign?
Currently campaigns campaigns created with one version of the builder cannot be edited in the other. Whenever you edit a campaign, it will open on the version in which it was initially created.
Campaigns created with the Campaign Builder Beta will have a Beta badge visible on the Dashboard as well as on the campaign page.
4.6. Can I duplicate campaigns created with the Campaign Builder Beta?
Yes. Duplicated campaigns will also inherit the same version of the builder as the original. For example, if you duplicate a campaign created with the Campaign Builder Beta, the copy will be edited on the beta version.
4.7. What happens to campaigns created with the legacy version after its sunset?
Once it can be fully replaced, the legacy version will be deprecated and existing legacy campaigns will be migrated to the Campaign Builder Beta. You will be informed in advance of such migration.
4.8. Can I create multi-stage campaigns using the Campaign Builder Beta?
Yes. Click on the + button on the stages panel to add another stage. Once more formats are released, you will be able to select the one you want from a menu.
4.9. Can I create multi-variant tests using the Campaign Builder Beta?
Yes. Click on the variant dropdown and select the Add variant option. You can either duplicate the layout of an existing variant or create one from scratch. You can add up to 5 different variants to an experience.
4.10. What are the targeting and triggering options available on the Campaign Builder Beta?
The targeting and triggering options available on the Rules section are exactly the same as the legacy version. Any new targeting or triggering rule will be released to both versions while the legacy builder is still active.
4.11. Is the Campaign Builder Beta accessibility-compliant?
Yes, when the Accessibility Compliance mode configurable on the Account Settings section is active, the error notification system will inform you of non-compliant settings, such as an image missing alt text.
